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Full Description
Planned giving expert Kevin Johnson tailors a how-to guide to the needs of small to medium-sized nonprofits. Written in an easy-to-understand fashion for use in a variety of settings, the book provides the practical knowledge and tools that smaller organizations need to connect with loyal donors and to build a pipeline of future income from bequests to sustain, strengthen, and advance their work and organizational missions. Clear, realistic steps help both organizations and individuals effectively use their resources and accomplish their goals.
Contents
List of Exercises, Exhibits, Figures, and Tables. Preface. Introduction. Part One 1. 1 Loyal Donors and the Path to Nonprofi t Sustainability. 2 Transforming Old Habits into New Strategies. 3 Assumptions That Mean Success or Failure. 4 It s Valuable to Make Your Own Plans First. 5 A Reason to Give: Inspiration and the Donor Experience. Part Two. 6 The Four Steps to Create a Stream of Gifts. 7 Step 1: Setting the Stage for Legacy Gifts. 8 Step 2: Building Trust and Credibility. 9 Step 3: The Tipping Point. 10 Step 4: Putting It to Work: Going Public. Part Three. 11 Integrating Legacy Gifts into Daily Work. 12 Gift Tools. 13 Advisors Moving to Center Stage. 14 Transparency and Ethics. Resources. Glossary. Endnotes. Acknowledgments. About the Author. Index.



